Consulting Group Analyst **

$50,000 - $105,000/Yr

Morgan Stanley - New York, NY

Full-time - Mid Level

New York, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Consulting Group Analyst plays a crucial role in providing exceptional service to clients and supporting Financial Advisors (FAs) and Private Wealth Advisors (PWAs) on a daily basis. This position focuses on assisting with digital marketing, portfolio management, financial planning, and performance measurement for advanced accounts, ensuring that the service team meets client needs effectively.

Responsibilities

• Provide coverage for a FA/PWA/team, assisting in delivering client service models and preparing for meetings.
• Execute money movement transactions and answer general non-investment related questions concerning clients' accounts.
• Educate or enroll clients in digital tools and manage order entries in a clerical capacity.
• Stay current on all policies, procedures, and new platforms.
• Execute administrative elements of digital and in-person marketing strategies as directed by FA/PWA/team.
• Prepare and review client reports or financial plans for existing or prospective clients.
• Assist with research using firm-approved systems as requested by FA/PWA/team.
• Participate in client meetings, representing the service lens as directed by FA/PWA/team.
• Engage in firm initiatives, training programs, special projects, and other duties as directed by local management.

Requirements

• 5+ years of experience in a relevant field required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new and updated platforms.
• Detail-oriented with superior organizational skills and ability to prioritize.
• Expert knowledge of MS Office, particularly MS Excel, and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Ability to work in a fast-paced, evolving environment.

Nice-to-haves

• Experience with digital marketing strategies and tools.
• Familiarity with financial planning software.

Benefits

• Competitive salary with potential for commission earnings and bonuses.
• Diverse and inclusive work environment.
• Opportunities for professional development and training.